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Tax Receipt Settings

Configure the information that appears on giving statements and tax receipts. These settings ensure your receipts meet local tax authority requirements.

Configuration Fields​

Navigate to Settings > Tax Receipts to configure:

Your organization's official registered legal name. This may differ from your display name (e.g., "First Baptist Church of Springfield Inc." vs. "First Baptist Church").

Tax ID Label​

What your country calls the tax identification number:

  • United States: "EIN" (Employer Identification Number)
  • Canada: "Charity Registration Number"
  • United Kingdom: "Charity Number"
  • Australia: "ABN" (Australian Business Number)
  • Other: Enter your local equivalent

Tax ID Number​

Your organization's actual tax identification number.

Address​

The registered address of your organization. This appears on all receipts and statements.

Currency​

The currency used for receipt amounts. This determines the currency symbol and formatting (e.g., USD shows "$1,000.00", EUR shows "1.000,00 EUR").

Deductibility Statement​

The legal text confirming the tax-deductible status of donations. Common examples:

  • US: "No goods or services were provided in exchange for this contribution. [Organization Name] is a 501(c)(3) tax-exempt organization."
  • Canada: "Official receipt for income tax purposes."
  • UK: "Gift Aid declaration: I confirm I am a UK taxpayer."

Footer Text​

Optional additional text that appears at the bottom of receipts, such as a thank-you message or organizational mission statement.

Where These Settings Are Used​

The tax receipt configuration appears on:

Saving Changes​

Click Save after making changes. Updated settings apply to all future statements and receipts. Previously generated PDFs are not retroactively updated.

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Have your accountant or legal advisor review the tax receipt settings before generating statements. Incorrect tax ID or deductibility language could create compliance issues.